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Portfolio (Quarterly) Guide ↗

Ifrah Financial Services, Inc.

· CIK 0001382646
13F Portfolio $378M AUM 200 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 11 Added 174 Reduced 14 Exited
Page 2 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COM DIREXION SHARES ETF TRUST 118,860.0 $4.0M 1.05% -2K -1.9% $33.57 -3.0%
22 VOE VANGUARD INDEX FDS 20,721.0 $3.8M 1.01% -541.0 -2.5% $184.28 +9.0%
23 VOT VANGUARD INDEX FDS 14,641.0 $3.8M 1.00% -515.0 -3.4% $257.35 +18.5%
24 EEMV ISHARES INC 57,620.0 $3.7M 0.99% -551.0 -0.9% $64.73 +15.3%
25 MGV VANGUARD WORLD FD 21,816.0 $3.2M 0.84% -496.0 -2.2% $144.95 +14.2%
26 EFV ISHARES TR 42,492.0 $3.2M 0.83% -913.0 -2.1% $74.35 +2.7%
27 SCHE SCHWAB STRATEGIC TR 87,428.0 $2.9M 0.76% -1K -1.2% $32.95 +8.4%
28 MSFT MICROSOFT CORP Technology 7,706.0 $2.9M 0.75% -395.0 -4.9% $370.16 -3.3%
29 KLAC KLA CORP Technology 1,842.0 $2.7M 0.72% -79.0 -4.1% $1472.10 -83.1%
30 EFG ISHARES TR 24,325.0 $2.7M 0.72% -140.0 -0.6% $111.37 +10.9%
31 LLY ELI LILLY & CO Healthcare 2,726.0 $2.5M 0.66% -99.0 -3.5% $919.74 +23.4%
32 PRIM PRIMORIS SVCS CORP Industrials 16,874.0 $2.4M 0.64% -554.0 -3.2% $143.04 -33.2%
33 FTSL FIRST TR EXCHANGE-TRADED FD 49,549.0 $2.2M 0.59% -2K -3.6% $44.80 -0.2%
34 VTIP VANGUARD MALVERN FDS 43,879.0 $2.2M 0.58% -2K -3.4% $49.95 +0.5%
35 NVDA NVIDIA CORPORATION Technology 11,748.0 $2.0M 0.54% -2K -16.6% $174.40 +11.6%
36 IAU ISHARES GOLD TR Financial Services 22,058.0 $1.9M 0.51% -851.0 -3.7% $88.16 -14.3%
37 LMBS FIRST TR EXCHANGE-TRADED FD 37,068.0 $1.8M 0.49% -2K -4.1% $49.81 +0.0%
38 FIX COMFORT SYS USA INC Industrials 1,226.0 $1.7M 0.45% -39.0 -3.1% $1379.13 +46.6%
39 TER TERADYNE INC Technology 5,386.0 $1.6M 0.42% -179.0 -3.2% $296.44 +51.0%
40 VNQ VANGUARD INDEX FDS 17,980.0 $1.6M 0.42% -2K -10.6% $88.70 +9.1%
Page 2 of 9  ·  174 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.8%
Industrials 20.0%
Healthcare 12.8%
Financial Services 5.1%
Consumer Defensive 5.1%
Consumer Cyclical 3.4%
Basic Materials 1.6%
Utilities 1.5%
Communication Services 1.2%
Energy 0.8%